ATLKF News and Press, Atlas Copco AB

2023-03-13 12:36:32 ET Summary There are top-down and bottom-up investors. We explain how they differ. The top-down approach can focus on riding a long-term trend through investments in companies in different industries. We explain the trend of more advanced and cleaner vehicl...

Summary Atlas had a mixed end to the year, with better than expected revenue, but operating profit and order misses. The industrial businesses are holding up quite well, but compressor orders are very elevated relative to pre-pandemic norms and auto demand could trail off quickly. I...

Harding Loevner has been investing globally in high-quality, growing businesses based on disciplined industry research since 1989. Stock markets fell in the quarter, as the world watched in horror Russia’s invasion of Ukraine. While we are optimistic that China will maintai...

Atlas Copco is a remarkable company that has rewarded long-term shareholders with exceptional investment compounding. It invests heavily in R&D and works hard to create some of the best pieces of equipment that are reliable, energy efficiency, and that makes its customers more pro...

The Russia-Ukraine conflict prompted nations to reconsider energy policies and expedite carbon reduction plans. The VanEck Environmental Sustainability Fund returned -7.26% (excluding sales charges) during the first quarter of 2022. We made a number of changes to the portfolio dur...

The following slide deck was published by Atlas Copco AB in conjunction with their 2022 Q1 earnings call. For further details see: Atlas Copco AB 2022 Q1 - Results - Earnings Call Presentation

Atlas Copco AB (ATLKY) Q1 2022 Earnings Conference Call April 26, 2022, 08:00 AM ET Company Participants Mats Rahmström - CEO Peter Kinnart - CFO Conference Call Participants Andrew Wilson - JPMorgan Daniela Costa - Goldman Sachs James Moore - Redburn Lars Brorson - Barclays Katie Self -...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The energy rally proved a headwind for the Strategy in th...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A sharp spike in bond yields pressured growth stocks and ...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Strategy outperformance was driven by our U.S. exposure, ...